Eric Giacobba is a registered investment advisor at Blueline Advisors, based in Exeter, NH, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 132 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is up to 1.50% and is negotiable at the discretion of the Advisor.
Fee Estimator
Location
99 Water Street, Suite 3, Exeter, NH, 03833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is the CEO of Covrd, Inc., a technology company, since January 2022. He dedicates about a quarter of his time to product management and design, sales, and marketing for this business.
Employment History
Current Registrations
Blueline Advisors
Previous Registrations
Blueline Advisors
Gia Investment Advisors LLC
State Registrations1 state
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